About the role
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners.
Responsibilities:
- Part of the operations team responsible for client relationship management of a multi-location practice
- Become familiar with custodian relationships, processes, and service teams
- Prepare related forms and assist the advisory team in transaction processing
- Process trades (buys/sells) and cost basis adjustments
- Prepare and process client on-boarding and maintenance paperwork
- Maintain database and workflows in our client relationship management system
- Assist with multiple client and practice-related projects at the same time
- Consistently follow procedures to be compliant with Firm requirements
- Assist with the development and implementation of various marketing efforts and projects
Basic Qualifications:
- Two-year degree preferred, but not required, in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
- Strong preference towards candidates with work experience of three or more years in a Wealth Management, Tax, or Financial Services related industry
- Strong interpersonal and written communication skills
- Ability to work efficiently, effectively, and independently in order to see projects through completion
- Critical thinker with very strong attention to detail
- Self-motivated, strong work ethic and possess a sense of urgency
- Flexibility, adaptability, and strong team orientation
- Highly organized individual, able to take direction and prioritize responsibilities
- Strong administrative skills, including advanced experience in Microsoft Excel
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Ability to thrive in a collaborative, fast-paced environment to meet client needs
- Strong ethical and professional standards with acceptable compliance record in prior position(s)
- Based in and with the ability to work in MST and PST time hours
Expected annual salary ranges from $68,000 to $75,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Aplyr's read
Choreo is a consulting firm focused on strategic technology and organizational solutions, attracting professionals in wealth management and technology advisory roles.
What's promising
- •Choreo offers diverse career paths in technology and wealth management consulting.
- •The firm is actively hiring for senior roles, indicating growth and opportunity.
- •Choreo's focus on strategic advice aligns with industry demand for specialized consulting services.
What to watch
- •High competition in the consulting industry may impact Choreo's market position.
- •Limited public information about company culture and employee satisfaction.
- •Potential challenges in maintaining client relationships amid rapid industry changes.
Why Choreo
- •Choreo combines technology and wealth management expertise in its consulting services.
- •The firm emphasizes strategic solutions in organizational development.
- •Choreo's recent hires reflect a strong focus on wealth management advisory roles.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Choreo
Choreo is a consulting firm that specializes in providing strategic advice and solutions in the areas of technology, operations, and organizational development.
